1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Buckinghamshire
  8. breadcrumb-arrow
  9. Shenley Brook End
  10. breadcrumb-arrow
  11. ASC Financial Solutions

ASC Financial Solutions

Independent Financial Adviser  A S C Financial Solutions, Buckinghamshire, Milton Keynes, MK4 1GA
First meeting at adviser's own cost
Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR Adrian Cook
Director/Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

MR Daniel Piggott
Independent Financial Planner
What our clients say
When my husband died, it was a very sad and emotional time. However, it was a great consolation that I did not have an added worry of suddenly looking after my financial affairs as I knew that they were in the excellent hands of ASC Financial Solutions. My husband had the highest regard and confidence in ASC. I totally endorse his sentiments. ASC have the unique ability of being very approachable and friendly without this impacting on their high professionalism. I would not hesitate to recommend them. I wish them continued success.
Mrs B, Leighton Buzzard
It is re-assuring to have easy access to personal financial advice that is discussed and presented professionally in a warm and friendly manner. Investment options are actioned with ease and efficiency, followed by regular updates as required – all much appreciated. ASC Financial Solutions Ltd deserves every success.
Mr & Mrs I, Towcester
At last, with ASC I have found a Financial Adviser that is responsive and pro-active. You really do feel valued and important and this is a refreshing change!
Mr F, Bracknell
ASC Financial Solutions have always been absolutely first class in their advice to us, particularly in the current financial maze, with so much uncertainty. We have regular meetings with Adrian either at our home or at the office, whichever suits our needs at the time. Furthermore, the firm takes a positive role with our investments, giving guidance, advice and ideas rather than just reporting results.
Mr & Mrs E, Milton Keynes
I am very grateful to ASC Financial Solutions for the advice and help given to me. I find both Adrian and his staff positive and courteous and rely completely upon his advice. It is always a pleasure to do business with Adrian.
Mrs P, Milton Keynes
About us

Having worked for large banks dealing with premier wealth clients, Managing Director Adrian Cook wanted to give a more personal service to clients at all levels and stages of life. This was where ASC Financial Solutions was founded some ten years ago.

2018 has provided an exciting development and with Adrian keen to support his local High Street, our new office in Winslow has now opened.

ASC Financial Solutions have a committed team of staff and advisors who are known for their exceptional customer service. They are proud to work with clients to achieve their financial goals and aspirations with offices in Winslow and Milton Keynes.

ASC provide financial advice to both personal and business clients alike specialising in investment and pension/retirement planning.

New clients are invited to either office for an introductory meeting at no cost or obligation where we discuss your goals and objectives along with existing portfolios you may have.

Our services

Our clients would describe ASC Financial Solutions as a friendly team who provide an excellent personalised service, both initially and on an ongoing basis.

Where to find us
Head office address: A S C Financial Solutions, 19 Shirwell Crescent, Furzton, Buckinghamshire, Milton Keynes, MK4 1GA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 29th March 2021

Similar advisers near you

Wealth and Tax Management
Independent Financial Adviser 0 mi
Let us review your private sector final salary pension scheme and show you how to maximise its benefits for you.
 
See profile
Michael Forward Financial Services Ltd
Independent Financial Adviser 1.03 mi
We are a small and friendly firm of Independent Financial Advisers specialising in pensions, retirement planning and equity release.
 
See profile
Martin Amer - True Potential Wealth Management
Restricted - whole of market 1.09 mi
My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
 
See profile
Paul Young Independent Financial Advisors
Independent Financial Adviser 1.18 mi
Over the last forty years we have worked with thousands of clients to plan and achieve their financial goals and hence their lifetime aims. If you are looking to invest, plan for your retirement or review your pension situation, contact us.
 
See profile